Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Track job attempts and service records with GPS location, date/time, and demographic data. Upload pictures to Organizer. Manage workflow, assignments, and customer relations through integrated system.
Monitor and complete dealership tasks with role-specific alerts. Access customer data including personalized offers and engagement history. Communicate with team members and customers. Manage calendar events and review reports.
